Your team and her channels

Step by step

1. 1

   Bring your team in

   Settings, Team shows who has met Patricia and who has not yet. Click Invite all members and she says hello to each of them; preview the message first. After that first round the button becomes Nudge members. Someone not in your Slack yet? Invite them by email.

2. 2

   Let new people join on their own

   On the Team page's Settings tab, check that Who joins from Slack is set to Full team, the default. Everyone in your Slack then becomes a Patricia member when the roster syncs, except guests.

3. 3

   Know the roles

   Owner, Admin, Member and Viewer. Members hand her work and connect their own tools. Admins also connect tools for the whole team and change the workspace settings.

4. 4

   Approvals are personal

   Every teammate sets their own in Settings, My approvals, and only they can change their own Critical choice. Send guide 06 to everyone you invite.

5. 5

   Put her where the work happens

   She works in the channels she is in. Mention her in a channel and Slack offers to invite her; private channels work the same way. She answers when someone asks her, by name or with a mention, and she does not jump into a conversation on her own.

6. 6

   Make channels yourself

   Make the channel yourself, then invite her. She can only create public channels (standard channels on Teams), and by default each one needs your approval.

7. 7

   Give her channels of her own

   One for briefs and reports, one for alerts, so her output does not flood the team's channels. Move scheduled work there with one message, and anyone who wants it joins the channel.

Try this in her DM

Copy one, fill in the brackets, and send it.